PBDC — Institutional owners (13F)

66 filers · $78.2M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Russell Investments Group, Ltd. $9,786,375 359,661 12.52% Shares
CONDOR CAPITAL MANAGEMENT $8,890,563 326,738 11.37% Shares
Cetera Investment Advisers $6,434,701 236,482 8.23% Shares
LexAurum Advisors, LLC $6,267,552 230,340 8.02% Shares
Clark Capital Management Group, Inc. $5,568,255 204,640 7.12% Shares
Prota Financial, LLC $5,365,847 195,691 6.86% Shares
ENVESTNET ASSET MANAGEMENT INC $4,065,533 149,413 5.20% Shares
Evolution Wealth Advisors, LLC $3,365,877 123,700 4.30% Shares
Corient Private Wealth LP $2,963,487 108,912 3.79% Shares
LPL Financial LLC $2,488,682 91,462 3.18% Shares
NewEdge Advisors, LLC $2,098,544 77,124 2.68% Shares
H D Vest Advisory Services $2,032,521 60,063 2.60% Shares
Apollon Wealth Management, LLC $1,557,815 57,252 1.99% Shares
Haven Private, LLC $1,496,087 54,983 1.91% Shares
RFG Advisory, LLC $1,310,291 48,155 1.68% Shares
Closed-End Fund Advisors, Inc. $1,301,073 47,816 1.66% Shares
Brookwood Investment Group LLC $1,090,169 40,065 1.39% Shares
Almanack Investment Partners, LLC. $1,081,543 39,748 1.38% Shares
Kathmere Capital Management, LLC $911,970 33,516 1.17% Shares
Steward Partners Investment Advisory, LLC $826,339 30,369 1.06% Shares
Beaumont Financial Advisors, LLC $726,448 26,698 0.93% Shares
Stratos Wealth Partners, LTD. $641,748 23,585 0.82% Shares
COMMONWEALTH EQUITY SERVICES, LLC $596,150 21,909 0.76% Shares
TWO SIGMA INVESTMENTS, LP $571,410 21,000 0.73% Shares
Naviter Wealth, LLC $529,670 19,466 0.68% Shares
Discipline Wealth Solutions, LLC $522,113 19,188 0.67% Shares
Wealthcare Advisory Partners LLC $493,088 18,122 0.63% Shares
PRINCIPAL SECURITIES, INC. $457,838 16,826 0.59% Shares
BROWN ADVISORY INC $397,320 14,602 0.51% Shares
RAYMOND JAMES FINANCIAL INC $384,802 14,142 0.49% Shares
UBS Group AG $366,083 13,454 0.47% Shares
Advyzon Investment Management, LLC $360,493 13,249 0.46% Shares
INDEPENDENT FINANCIAL GROUP, LLC $327,456 12,034 0.42% Shares
OSAIC HOLDINGS, INC. $322,149 11,835 0.41% Shares
J.W. COLE ADVISORS, INC. $313,756 11,531 0.40% Shares
HighTower Advisors, LLC $276,698 10,169 0.35% Shares
Allworth Financial LP $269,379 9,900 0.34% Shares
MML INVESTORS SERVICES, LLC $258,809 9,512 0.33% Shares
Clearstead Advisors, LLC $246,197 9,048 0.31% Shares
FOCUSED ALPHA, LLC $245,803 9,034 0.31% Shares
Legacy Wealth Managment, LLC/ID $213,789 7,857 0.27% Shares
Samalin Investment Counsel, LLC $213,787 7,857 0.27% Shares
CITADEL ADVISORS LLC $204,864 7,529 0.26% Shares
Rockefeller Capital Management L.P. $103,298 3,796 0.13% Shares
CWM, LLC $65,585 2,378 0.08% Shares
Miller Global Investments, LLC $36,597 1,345 0.05% Shares
LANARK FINANCIAL, INC. $31,046 1,141 0.04% Shares
EverSource Wealth Advisors, LLC $27,210 1,000 0.03% Shares
Global Retirement Partners, LLC $26,639 979 0.03% Shares
SALEM INVESTMENT COUNSELORS INC $13,605 500 0.02% Shares
MORGAN STANLEY $10,232 376 0.01% Shares
ROYAL BANK OF CANADA $7,000 251 0.01% Shares
Farther Finance Advisors, LLC $5,986 220 0.01% Shares
BROWN, LISLE/CUMMINGS, INC. $5,360 197 0.01% Shares
Signature Equity Partners, LLC $3,767 138 0.00% Shares
AMERIFLEX GROUP, INC. $3,401 125 0.00% Shares
PRIVATE TRUST CO NA $1,877 69 0.00% Shares
Cornerstone Planning Group LLC $1,637 62 0.00% Shares
Private Wealth Asset Management, LLC $1,224 45 0.00% Shares
Strategic Wealth Partners, Ltd. $1,200 44 0.00% Shares
PARK AVENUE SECURITIES LLC $472 17,343 0.00% Shares
HARBOUR INVESTMENTS, INC. $327 12 0.00% Shares
Cambridge Investment Research Advisors, Inc. $300 11,016 0.00% Shares
Strive Financial Group ,LLC $218 8 0.00% Shares
Roble, Belko & Company, Inc $7 262 0.00% Shares
PIN OAK INVESTMENT ADVISORS INC $5 200 0.00% Shares